NASDAQ:FB

200.87
0.47 (0.23%)
Facebook is an American for-profit corporation and an online social media and social networking service based in Menlo Park, California.
More at Wikipedia

Analysis and Opinions about FB-Q

Signal
Opinion
Expert
WAIT
WAIT
September 19, 2018

The stock has broken technically. All social media has been pressured. Short-run, there's noise. Until technicals improve, he won't enter this. He'd wait for a better entry point. Remember: a lot of investors who bought when the stock climbed to $220 will sell when FB rises to those levels again. Why wait for that?

Facebook (FB-Q)
September 19, 2018

The stock has broken technically. All social media has been pressured. Short-run, there's noise. Until technicals improve, he won't enter this. He'd wait for a better entry point. Remember: a lot of investors who bought when the stock climbed to $220 will sell when FB rises to those levels again. Why wait for that?

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$163.060
Owned
Unknown
BUY
BUY
September 18, 2018

He reduced his exposure to FB because it was getting too large in his portfolio and because of regulatory risks and costs. It's now down to a reasonable valuation. You can buy it here. There remains headline risk. But FB is doing the right thing to improve security, and this will get politicians off their back; it'll cost them money to do this. They're still growing rapidly, particularly in Instagram and Messenger. Well-run. The stock will be in the doghouse, but give them credit for using AI to weed out bad actors on their platform. Look long-term.

Facebook (FB-Q)
September 18, 2018

He reduced his exposure to FB because it was getting too large in his portfolio and because of regulatory risks and costs. It's now down to a reasonable valuation. You can buy it here. There remains headline risk. But FB is doing the right thing to improve security, and this will get politicians off their back; it'll cost them money to do this. They're still growing rapidly, particularly in Instagram and Messenger. Well-run. The stock will be in the doghouse, but give them credit for using AI to weed out bad actors on their platform. Look long-term.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$160.300
Owned
Yes
WATCH
WATCH
September 17, 2018

It has certainly gotten cheaper. It is hard to give recommendations over the long run on this stock. Despite their earnings miss, they have still not recovered. Their valuation is okay and reasonable relative to other tech stocks. For now it is a neutral and if it keeps declining it will be a sell.

Facebook (FB-Q)
September 17, 2018

It has certainly gotten cheaper. It is hard to give recommendations over the long run on this stock. Despite their earnings miss, they have still not recovered. Their valuation is okay and reasonable relative to other tech stocks. For now it is a neutral and if it keeps declining it will be a sell.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$160.580
Owned
Unknown
BUY
BUY
September 12, 2018

More recently, stock has gotten hit because of privacy and data issues. Trading below 200-day moving average. Long-term, we’re not going to shift from targeted, digital advertising. Trading at 22x earnings, with a 22% growth rate, which is pretty cheap. Put your stop losses in place, but he continues to like it.

Facebook (FB-Q)
September 12, 2018

More recently, stock has gotten hit because of privacy and data issues. Trading below 200-day moving average. Long-term, we’re not going to shift from targeted, digital advertising. Trading at 22x earnings, with a 22% growth rate, which is pretty cheap. Put your stop losses in place, but he continues to like it.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$162.000
Owned
Yes
WAIT
WAIT
September 11, 2018

In the space of digital advertising, she owns Alphabet rather than Facebook. The valuation of Facebook has contracted recently, making it appear cheaper, but she is waiting, probably for a year, to see the cost and effects of new government regulations.

Facebook (FB-Q)
September 11, 2018

In the space of digital advertising, she owns Alphabet rather than Facebook. The valuation of Facebook has contracted recently, making it appear cheaper, but she is waiting, probably for a year, to see the cost and effects of new government regulations.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$165.940
Owned
No
COMMENT
COMMENT
September 11, 2018

I don't know how this company makes money. Why do people pay to see, say, my pictures online? Disclosure: he's never made money in social media. He's not the best guy to talk about this stock; he doesn't understand this business.

Facebook (FB-Q)
September 11, 2018

I don't know how this company makes money. Why do people pay to see, say, my pictures online? Disclosure: he's never made money in social media. He's not the best guy to talk about this stock; he doesn't understand this business.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$165.940
Owned
No
DON'T BUY
DON'T BUY
September 10, 2018

He has owned it in the past. It is a great company. The valuation is not as challenged as it once was. He prefers GOOGL-Q to play technology. Trump could impose more regulation on these companies. GOOGL-Q is cheaper on a price to earnings basis and is less risky on a regulatory basis right now.

Facebook (FB-Q)
September 10, 2018

He has owned it in the past. It is a great company. The valuation is not as challenged as it once was. He prefers GOOGL-Q to play technology. Trump could impose more regulation on these companies. GOOGL-Q is cheaper on a price to earnings basis and is less risky on a regulatory basis right now.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$164.180
Owned
No
COMMENT
COMMENT
September 7, 2018

A pillar of the advertising community, because it’s easy to spend ad money on Facebook. His issue with social media platforms is that people stop using them. FB has stature and management quality. Thinks you’re OK to own it, because it’s not going out of business.

Facebook (FB-Q)
September 7, 2018

A pillar of the advertising community, because it’s easy to spend ad money on Facebook. His issue with social media platforms is that people stop using them. FB has stature and management quality. Thinks you’re OK to own it, because it’s not going out of business.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$163.040
Owned
No
DON'T BUY
DON'T BUY
September 4, 2018

He is responding to a question about the impact of privacy or antitrust regulation on Facebook. Facebook is huge and is wildly profitable. However, privacy issues are not going away, and the regulatory environment can only get tougher, at some point. In addition, individuals are getting smarter, and many younger users are not using Facebook. Some of the alternatives are beneficial to Facebook, but others not. User growth has matured. Management has done a fantastic job, but the stock is still priced for significant growth. If the stock misses earnings by even a penny or two, investors might see a 10% to 15% drop in share price, and that could be a time to buy.

Facebook (FB-Q)
September 4, 2018

He is responding to a question about the impact of privacy or antitrust regulation on Facebook. Facebook is huge and is wildly profitable. However, privacy issues are not going away, and the regulatory environment can only get tougher, at some point. In addition, individuals are getting smarter, and many younger users are not using Facebook. Some of the alternatives are beneficial to Facebook, but others not. User growth has matured. Management has done a fantastic job, but the stock is still priced for significant growth. If the stock misses earnings by even a penny or two, investors might see a 10% to 15% drop in share price, and that could be a time to buy.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$171.160
Owned
No
COMMENT
COMMENT
August 31, 2018

Internet stocks tend to do well from September to end of year. Technically, had a significant negative reaction to earnings. Going to be a lid on the stock until the recent gap gets closed. Nothing special right now.

Facebook (FB-Q)
August 31, 2018

Internet stocks tend to do well from September to end of year. Technically, had a significant negative reaction to earnings. Going to be a lid on the stock until the recent gap gets closed. Nothing special right now.

Jon Vialoux
Research Analyst, CastleMoore Inc.
Price
$175.730
Owned
Unknown
BUY
BUY
August 30, 2018

Model price is $157.26. He sees it as an opportunity to pick this stock up now. It is above its model price and he has had it for some time until selling recently but it was moving from a value name into a growth name. He would be a buyer here. It is a good name.

Facebook (FB-Q)
August 30, 2018

Model price is $157.26. He sees it as an opportunity to pick this stock up now. It is above its model price and he has had it for some time until selling recently but it was moving from a value name into a growth name. He would be a buyer here. It is a good name.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$177.640
Owned
No
STRONG BUY
STRONG BUY
August 29, 2018

He was amused by its last earnings. They already have two billion users, so they won't grow by leaps anymore. Be real--investors were disappointed by their weak user growth? Rather, what share of online advertising do they hold? With Google, Facebook dominates here. Their ad revenue stream is deep and long. Advertisers continue to go to the internet, which is Facebook and Google. Advertising, not user growth, is the metric to look at. The plunge on Facebook after earnings last month was way overdone.

Facebook (FB-Q)
August 29, 2018

He was amused by its last earnings. They already have two billion users, so they won't grow by leaps anymore. Be real--investors were disappointed by their weak user growth? Rather, what share of online advertising do they hold? With Google, Facebook dominates here. Their ad revenue stream is deep and long. Advertisers continue to go to the internet, which is Facebook and Google. Advertising, not user growth, is the metric to look at. The plunge on Facebook after earnings last month was way overdone.

David Baskin
President, Baskin Wealth Management
Price
$175.900
Owned
Unknown
HOLD
HOLD
August 27, 2018

He says it is a hold because of the regulatory environment. There is not another option for small businesses to go to to advertize because of the number of users. If they can keep chipping away at the revenue per user, it will be positive. There could be some regulatory pressures as we head into mid-term elections.

Facebook (FB-Q)
August 27, 2018

He says it is a hold because of the regulatory environment. There is not another option for small businesses to go to to advertize because of the number of users. If they can keep chipping away at the revenue per user, it will be positive. There could be some regulatory pressures as we head into mid-term elections.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$177.460
Owned
Yes
WEAK BUY
WEAK BUY
August 24, 2018

Sports streaming is a big step. It has a natural propensity to grab market share compared to its competitors. Likes their positioning in content dissemination. This could be the Netflix moment for Facebook. (Analysts’ price target is $206.74.)

Facebook (FB-Q)
August 24, 2018

Sports streaming is a big step. It has a natural propensity to grab market share compared to its competitors. Likes their positioning in content dissemination. This could be the Netflix moment for Facebook. (Analysts’ price target is $206.74.)

Prakash Hariharan
Portfolio Manager, Analytixinsight Inc.
Price
$174.645
Owned
Unknown
TOP PICK
TOP PICK
August 22, 2018

Revenues are going to be lower and expenses are going to be higher. They have the cash. To be able to buy this on this dip is an opportunity. Going to generate $20B in cash. Valuation is a struggle with these types of stocks, but the cash flow is incredible. Yield = 0% (Analysts’ price target is $206.74)

Facebook (FB-Q)
August 22, 2018

Revenues are going to be lower and expenses are going to be higher. They have the cash. To be able to buy this on this dip is an opportunity. Going to generate $20B in cash. Valuation is a struggle with these types of stocks, but the cash flow is incredible. Yield = 0% (Analysts’ price target is $206.74)

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$173.640
Owned
Yes
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